CWA
Canvas Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,612
| Closed | -$237K | – | 184 |
|
|
2024
Q2 | $237K | Buy |
+2,612
| New | +$237K | 0.07% | 130 |
|
|
2023
Q1 | – | Sell |
-4,912
| Closed | -$428K | – | 156 |
|
|
2022
Q4 | $428K | Buy |
4,912
+1,014
| +26% | +$88.4K | 0.18% | 85 |
|
|
2022
Q3 | $316K | Sell |
3,898
-281
| -7% | -$22.8K | 0.13% | 92 |
|
|
2022
Q2 | $381K | Sell |
4,179
-118
| -3% | -$10.8K | 0.15% | 86 |
|
|
2022
Q1 | $441K | Sell |
4,297
-672
| -14% | -$69K | 0.16% | 97 |
|
|
2021
Q4 | $576K | Buy |
4,969
+154
| +3% | +$17.9K | 0.21% | 84 |
|
|
2021
Q3 | $490K | Sell |
4,815
-541
| -10% | -$55.1K | 0.2% | 81 |
|
|
2021
Q2 | $545K | Buy |
5,356
+1,696
| +46% | +$173K | 0.24% | 74 |
|
|
2021
Q1 | $345K | Buy |
+3,660
| New | +$345K | 0.2% | 81 |
|